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Signature Estate & Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Signature Estate & Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Sell
14,669
-3,873
-21% -$221K 0.01% 340
2026
Q1 		$1.14M Sell
18,542
-2,154
-10% -$116K 0.02% 251
2025
Q4 		$925K Buy
20,696
+1,964
+10% +$87.5K 0.02% 264
2025
Q3 		$837K Sell
18,732
-500
-3% -$21.9K 0.02% 277
2025
Q2 		$815K Sell
19,232
-756,490
-98% -$31.5M 0.02% 264
2025
Q1 		$36.2M Sell
775,722
-116,918
-13% -$5.27M 0.95% 27
2024
Q4 		$38.2M Buy
892,640
+46,600
+6% +$2.12M 0.96% 26
2024
Q3 		$37.1M Buy
846,040
+144,132
+21% +$6.44M 0.86% 30
2024
Q2 		$32M Buy
+701,908
New +$32.7M 0.8% 31
2023
Q2 		– Sell
-8,734
Closed -$362K – 186
2023
Q1 		$362K Buy
8,734
+164
+2% +$7.01K 0.01% 137
2022
Q4 		$374K Sell
8,570
-80
-0.9% -$3.48K 0.01% 135
2022
Q3 		$312K Buy
+8,650
New +$327K 0.01% 135
2020
Q1 		– Sell
-6,668
Closed -$200K – 167
2019
Q4 		$200K Buy
+6,668
New +$198K 0.01% 158
2018
Q2 		– Sell
-14,514
Closed -$489K – 166
2018
Q1 		$489K Buy
+14,514
New +$514K 0.05% 108
2017
Q4 		– Sell
-19,498
Closed -$668K – 167
2017
Q3 		$668K Buy
19,498
+2,838
+17% +$92.3K 0.07% 97
2017
Q2 		$541K Buy
16,660
+4,176
+33% +$140K 0.06% 97
2017
Q1 		$436K Sell
12,484
-3,368
-21% -$122K 0.05% 107
2016
Q4 		$597K Sell
15,852
-699,114
-98% -$25.3M 0.08% 82
2016
Q3 		$25.2M Sell
714,966
-25,034
-3% -$858K 3.69% 4
2016
Q2 		$25.2M Sell
740,000
-9,984
-1% -$329K 4.03% 3
2016
Q1 		$23.2M Buy
749,984
+157,088
+26% +$4.56M 3.8% 5
2015
Q4 		$17.9M Buy
592,896
+165,978
+39% +$5.46M 3.09% 5
2015
Q3 		$13.1M Sell
426,918
-83,192
-16% -$2.8M 2.72% 8
2015
Q2 		$19.2M Buy
+510,110
New +$20.2M 4.28% 4
2014
Q1 		– Sell
-240,446
Closed -$10.6M – 64
2013
Q4 		$10.6M Buy
240,446
+12,558
+6% +$541K 5.26% 5
2013
Q3 		$9.45M Buy
227,888
+21,486
+10% +$885K 5.44% 4
2013
Q2 		$8.08M Buy
+206,402
New +$8.18M 5.81% 4

Other funds holding XLE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Signature Estate & Investment Advisors's XLE Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, selling an estimated $221K and leaving 14,669 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #340.

Signature Estate & Investment Advisors first reported a position in XLE in Q2 2013 and has held it in 27 quarters since. The position peaked at $38.2M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Signature Estate & Investment Advisors held 14,669 shares of State Street Energy Select Sector SPDR ETF worth $779K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 3,873 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $221K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #340 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 27 quarters since.
  • Signature Estate & Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $38.2M in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.